Walled Lake Planning & Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,193	Closed	-$546K	–	93
2022 Q1	$546K	Sell	7,193 -8	-0.1%	-$603	0.32%	41
2021 Q4	$555K	Buy	+7,201	New	+$522K	0.32%	44

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Walled Lake Planning & Wealth Management's XLP Position: Q2 2022 in Review

Walled Lake Planning & Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 7,193 shares — an estimated $546K sold.

Walled Lake Planning & Wealth Management first reported a position in XLP in Q4 2021 and held it in 2 quarters. The position peaked at $555K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Walled Lake Planning & Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 7,193 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $546K.
Walled Lake Planning & Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Walled Lake Planning & Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $555K in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.